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Trade War

36 posts in this category

2020 (4 posts)

SPY macro signals for market wide sell offs
Conversations with Garis
Thoughts on Crude Oil
Chat with Joe and his dad

2019 (32 posts)

Book summary: The dollar crisis
Federal Reserve interest rate cut decision 20191030
General thoughts on Mark Zuckerberg’s warning of the internet’s role in Authoritarianism displacing Democracy
Simultaneous inflation and deflation pressures in China
Bloomberg does AB testing
Thoughts of various asset class type and their usage
Observed unwinding of credit in the market
Observations on how public opinion is shaped in the US
List of companies that have been heavily punished by macro economic trends to consider for purchase
Observations of market behavior during the period of September leading up to October
Fluid dynamics within the markets
LA trip to visit Johnson
Key insights from mooncake festival at house of Jerry and Liza
Key insights from weekend with Jerry, Liza, Ada and Dan
Escalating tension in Asia Pacific and how history tends to repeat itself
Macro economic extension to loss aversion reversion to mean trading methodology - Government versus Government scenario
Donald Trump's August 1st 2019 tweet on additional tariffs
Federal Chairman Jerome Powell on 0.25% interest rate cuts
Summary of readings and conversations for the week
Book summary AI super-powers, China, silicon valley and the new world order by Kai Fu Lee
Reflections on the subject of economics
Guo Jia’s Ten Advantage Framework
Loss aversion reversion to mean exit strategy
June 4th 2019 US/China trade war loss aversion reversion to mean pattern
Prediction on US/China Trade war to be verified in 2021
Key takeaway from Great Again by Donald Trump
Post 2019 US/China Trade War companies for consideration
Key trading mistakes during execution
3rd June post effects of 13th May 2019 US/China Trade war on US markets
Macro economic analysis on US/China 2018/2019 Trade war
Donald Trump’s 3rd May 2019 trade war tweets on stock market index around the world
SPY - SnP index during Dec 2018 market pull back